+441.9%
CARR vs VRTX
+153.8%
+288.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.2% | +1.4% |
| 7D | +1.6% | +0.8% | +0.7% | +1.4% |
| 30D | -8.7% | +12.6% | -21.4% | -10.3% |
| 3M | -12.6% | +23.6% | -36.2% | -15.3% |
| 6M | -1.5% | +14.3% | -15.8% | -3.7% |
| YTD | +14.3% | +20.5% | -6.2% | +10.9% |
| 1Y | -4.6% | +37.6% | -42.2% | -9.2% |
| 3Y | +7.3% | +55.5% | -48.2% | -0.4% |
| 5Y | +11.6% | +175.7% | -164.1% | -1.7% |
| All | +441.9% | +153.8% | +288.1% | +399.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VRTX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling